FreshTax
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This range is provided by FreshTax. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $75,000.00/yr - $300,000.00/yr
About The Role FreshTax is growing, and we’re hiring
Client Intake Specialists
to be the first point of contact for individuals seeking help with IRS tax debt. Every lead you speak with has
already reached out to us —there’s
no cold calling .
Your job is to gather key information, qualify each client’s situation, and set them up for success with our Resolution Team. If you’re coachable, positive, and ready to make an impact, this is a great way to start a rewarding career in the tax resolution industry.
Work Environment
Location: 100% on-site at our Santa Ana, CA headquarters.
Schedule: Full-time, 40 hours per week.
We pride ourselves on a collaborative, high-energy, in-person culture.
Compensation
Base Pay: $17.00 per hour.
Commission: Top performers average $8,000 – $15,000 per month.
Annual Earnings Potential: $75,000 – $200,000+.
What You’ll Do
Speak with inbound clients who have requested tax relief assistance.
Conduct discovery calls to understand their tax situation and financial challenges.
Qualify clients for the right resolution programs and schedule consultations.
Follow proven scripts while building genuine connections.
Accurately document all client interactions in our CRM system.
Consistently meet and exceed personal and team performance goals.
What You’ll Need
Motivated, goal-oriented attitude with a willingness to learn.
Excellent communication and active listening skills.
Ability to quickly build rapport and trust over the phone.
Strong organizational skills and attention to detail.
No prior sales experience required—full training provided.
What We Offer
Paid training and continuous professional development.
Uncapped commissions with six-figure potential.
Clear career growth path into mid and advanced sales roles.
A fun, supportive team environment with weekly recognition and competitions.
Perks
401(k) with company match.
Paid time off, sick days, and company holidays.
Catered lunches every Friday.
Wellness Days to recharge when needed.
Fun quarterly company outings and seasonal celebrations.
Why Join FreshTax At FreshTax, your effort is rewarded directly. If you’re ready to work hard, grow professionally, and earn what you’re worth, this is where you belong. We value drive, positivity, and a true team spirit—and we’re excited to invest in your success.
Our Commitment FreshTax is proud to be an equal opportunity employer. We provide a workplace where everyone is empowered to thrive, regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class. Reasonable accommodations are available during the application or interview process.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
We’re highlighting the role to attract qualified candidates. This description reflects the responsibilities and qualifications for the Client Intake Specialist position at FreshTax.
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
This range is provided by FreshTax. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $75,000.00/yr - $300,000.00/yr
About The Role FreshTax is growing, and we’re hiring
Client Intake Specialists
to be the first point of contact for individuals seeking help with IRS tax debt. Every lead you speak with has
already reached out to us —there’s
no cold calling .
Your job is to gather key information, qualify each client’s situation, and set them up for success with our Resolution Team. If you’re coachable, positive, and ready to make an impact, this is a great way to start a rewarding career in the tax resolution industry.
Work Environment
Location: 100% on-site at our Santa Ana, CA headquarters.
Schedule: Full-time, 40 hours per week.
We pride ourselves on a collaborative, high-energy, in-person culture.
Compensation
Base Pay: $17.00 per hour.
Commission: Top performers average $8,000 – $15,000 per month.
Annual Earnings Potential: $75,000 – $200,000+.
What You’ll Do
Speak with inbound clients who have requested tax relief assistance.
Conduct discovery calls to understand their tax situation and financial challenges.
Qualify clients for the right resolution programs and schedule consultations.
Follow proven scripts while building genuine connections.
Accurately document all client interactions in our CRM system.
Consistently meet and exceed personal and team performance goals.
What You’ll Need
Motivated, goal-oriented attitude with a willingness to learn.
Excellent communication and active listening skills.
Ability to quickly build rapport and trust over the phone.
Strong organizational skills and attention to detail.
No prior sales experience required—full training provided.
What We Offer
Paid training and continuous professional development.
Uncapped commissions with six-figure potential.
Clear career growth path into mid and advanced sales roles.
A fun, supportive team environment with weekly recognition and competitions.
Perks
401(k) with company match.
Paid time off, sick days, and company holidays.
Catered lunches every Friday.
Wellness Days to recharge when needed.
Fun quarterly company outings and seasonal celebrations.
Why Join FreshTax At FreshTax, your effort is rewarded directly. If you’re ready to work hard, grow professionally, and earn what you’re worth, this is where you belong. We value drive, positivity, and a true team spirit—and we’re excited to invest in your success.
Our Commitment FreshTax is proud to be an equal opportunity employer. We provide a workplace where everyone is empowered to thrive, regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class. Reasonable accommodations are available during the application or interview process.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
We’re highlighting the role to attract qualified candidates. This description reflects the responsibilities and qualifications for the Client Intake Specialist position at FreshTax.
#J-18808-Ljbffr